IX vs. TROW: ORIX vs. T. Rowe Price Stock Comparison
How do ORIX (IX) and T. Rowe Price (TROW) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
ORIX (IX) and T. Rowe Price (TROW) both fall under the Financial Services industry group, but IX is classified in Financial Services while TROW is classified in Capital Markets.
T. Rowe Price (TROW) trades as ordinary local shares, while ORIX (IX) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.
| Profile Item | IX | TROW |
|---|---|---|
| Name | ORIX Corporation Sponsored ADR | T. Rowe Price Group Inc. |
| Country/Region | Japan | United States |
| GICS Sector | Financials | Financials |
| GICS Industry Group | Financial Services | Financial Services |
| GICS Industry | Financial Services | Capital Markets |
| GICS Sub-Industry | Diversified Financial Services | Asset Management & Custody Banks |
| Market Capitalization | 37.30 billion USD | 23.13 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 16, 1998 | April 2, 1986 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IX | TROW |
|---|---|---|
| Total Return (1Y) | 37.72% | 14.59% |
| Total Return (3Y, Annualized) | 27.79% | 11.26% |
| Total Return (5Y, Annualized) | 12.59% | -8.60% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IX | TROW |
|---|---|---|
| Volatility (1Y, Annualized) | 29.12% | 24.99% |
| Beta (5Y) | 0.94 | 1.39 |
| Max Drawdown (5Y) | -38.99% | -57.57% |
| Avg. Volume (3M) | 317.58K | 1.72M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IX | TROW |
|---|---|---|
| Sharpe Ratio (1Y) | 1.15 | 0.41 |
| Sortino Ratio (1Y) | 1.77 | 0.58 |
Profitability
ROE (TTM)
Both ORIX (IX) at 14.04% and T. Rowe Price (TROW) at 18.20% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.
IX
Financial Services industry group
14.04%
- Max
- 44.78%
- Q3
- 21.85%
- IX
- 14.04%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
TROW
Financial Services industry group
18.20%
- Max
- 44.78%
- Q3
- 21.85%
- TROW
- 18.20%
- Median
- 12.91%
- Q1
- 4.48%
- Min
- -18.71%
Net Margin (TTM)
T. Rowe Price (TROW) at 28.40% retains a top-quartile share of revenue as profit, ahead of ORIX (IX) at 17.94%, which keeps about the industry-typical share.
IX
Financial Services industry group
17.94%
- Max
- 62.84%
- Q3
- 28.05%
- IX
- 17.94%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
TROW
Financial Services industry group
28.40%
- Max
- 62.84%
- TROW
- 28.40%
- Q3
- 28.05%
- Median
- 15.36%
- Q1
- 4.82%
- Min
- -28.52%
Operating Margin (TTM)
Both ORIX (IX) at 21.52% and T. Rowe Price (TROW) at 38.60% run core operations about as efficiently as their industries’ norm — neither stands out on operating profitability.
IX
Financial Services industry group
21.52%
- Max
- 107.33%
- Q3
- 55.90%
- Median
- 30.09%
- IX
- 21.52%
- Q1
- 14.60%
- Min
- -44.34%
TROW
Financial Services industry group
38.60%
- Max
- 107.33%
- Q3
- 55.90%
- TROW
- 38.60%
- Median
- 30.09%
- Q1
- 14.60%
- Min
- -44.34%
Profitability Metrics
| Metric | IX | TROW |
|---|---|---|
| ROE (TTM) | 14.04% | 18.20% |
| ROA (TTM) | 2.65% | 10.67% |
| Net Margin (TTM) | 17.94% | 28.40% |
| Operating Margin (TTM) | 21.52% | 38.60% |
| Gross Margin (TTM) | -- | -- |
Growth
Revenue Growth
Both ORIX (IX) at 18.57% and T. Rowe Price (TROW) at 3.12% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Both ORIX (IX) at 30.03% and T. Rowe Price (TROW) at 0.98% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.
Growth Metrics
| Metric | IX | TROW |
|---|---|---|
| Revenue Growth (YoY) | 18.57% | 3.12% |
| Revenue Growth (3Y CAGR) | 9.97% | 4.08% |
| EPS Growth (YoY) | 30.03% | 0.98% |
| EPS Growth (3Y CAGR) | 20.02% | 11.31% |
Financial Strength
Current Ratio (MRQ)
current ratio doesn’t apply on either side: ORIX (IX) in Financial Services and T. Rowe Price (TROW) in Financial Services both report balance sheets without a current/non-current split, so their short-term liquidity is better judged through regulatory and funding measures.
Debt / Equity (MRQ)
debt-to-equity ratio is set aside for both: ORIX (IX) in Financial Services and T. Rowe Price (TROW) in Financial Services run businesses where balance-sheet leverage is part of the model, so capital-adequacy and funding measures are the better gauges of balance-sheet risk.
Financial Strength Metrics
| Metric | IX | TROW |
|---|---|---|
| Current Ratio (MRQ) | -- | -- |
| Debt / Equity (MRQ) | -- | -- |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
T. Rowe Price (TROW) at 4.76% earns its spot in the top quartile of its industry’s yields; ORIX (IX) at 435.55% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.
IX
Financial Services industry group
435.55%
- IX
- 435.55%
- Max
- 9.77%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
TROW
Financial Services industry group
4.76%
- Max
- 9.77%
- TROW
- 4.76%
- Q3
- 3.92%
- Median
- 1.09%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both ORIX (IX) at 26.52% and T. Rowe Price (TROW) at 52.33% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.
IX
Financial Services industry group
26.52%
- Max
- 241.07%
- Q3
- 97.36%
- IX
- 26.52%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
TROW
Financial Services industry group
52.33%
- Max
- 241.07%
- Q3
- 97.36%
- TROW
- 52.33%
- Median
- 25.77%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IX | TROW |
|---|---|---|
| Dividend Yield (TTM) | 435.55% | 4.76% |
| Dividend Payout Ratio (TTM) | 26.52% | 52.33% |
Valuation
P/E Ratio (TTM)
ORIX (IX) at 9.68 sits in the cheaper P/E ratio quartile, while T. Rowe Price (TROW) at 10.97 is closer to its industry’s usual earnings multiple — a discount for IX, though growth and earnings durability still matter.
IX
Financial Services industry group
9.68
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- Q1
- 9.68
- IX
- 9.68
- Min
- 0.16
TROW
Financial Services industry group
10.97
- Max
- 45.85
- Q3
- 24.64
- Median
- 15.37
- TROW
- 10.97
- Q1
- 9.68
- Min
- 0.16
P/S Ratio (TTM)
ORIX (IX) at 0.01 sits in the cheaper P/S ratio quartile while T. Rowe Price (TROW) at 3.00 prices around its industry’s middle — IX costs less per dollar of sales, though read it alongside growth and margins.
IX
Financial Services industry group
0.01
- Max
- 9.23
- Q3
- 4.57
- Median
- 2.72
- Q1
- 1.28
- IX
- 0.01
- Min
- -0.55
TROW
Financial Services industry group
3.00
- Max
- 9.23
- Q3
- 4.57
- TROW
- 3.00
- Median
- 2.72
- Q1
- 1.28
- Min
- -0.55
P/B Ratio (MRQ)
On P/B ratio, both ORIX (IX) at 1.28 and T. Rowe Price (TROW) at 2.03 are valued close to their industries’ norm against book — neither stands out from peers.
IX
Financial Services industry group
1.28
- Max
- 7.79
- Q3
- 3.63
- Median
- 1.57
- IX
- 1.28
- Q1
- 0.81
- Min
- -0.39
TROW
Financial Services industry group
2.03
- Max
- 7.79
- Q3
- 3.63
- TROW
- 2.03
- Median
- 1.57
- Q1
- 0.81
- Min
- -0.39
Valuation Metrics
| Metric | IX | TROW |
|---|---|---|
| P/E Ratio (TTM) | 9.68 | 10.97 |
| P/S Ratio (TTM) | 0.01 | 3.00 |
| P/B Ratio (MRQ) | 1.28 | 2.03 |
| Free Cash Flow Yield (TTM) | -- | -- |